Automating Patient Pre-Intake Process with Elixir Contact Centre for Addiction Recovery Centre Success Story

Company Profile:

INDUSTRY: Behavioral Healthcare Provider

SOLUTION(S): Sales Cloud




  • The Client wanted to streamline their Patient Pre-Intake process by automating the Lead Management, Pre-assessment, VOB Process Automation, Cost of Care estimation, Travel Management, Bed Management and Alumni workflow.
  • There was a need for web-to-lead and Call Rail Integration for the purpose of managing leads in the system.
  • The client wanted to integrate their existing EHR system with Salesforce and have both the CRM and the EHR systems in sync.
  • The client wanted to effectively manage Pre-Assessment and VOB processes before shifting the patient to the EHR.
  • There was a need for automating the insurance verification process by integration with a clearing house.
  • Lastly, there was an incumbent need to automate all tasks and processes to ensure end to end pre-intake flo

Solution Highlights:

  • The Team implemented Salesforce entities such as leads, opportunities and accounts were appropriately configured to help maintain patient information without the need for maintaining multiple records of a single patient.
  • Multiple integrations (web-to-lead, Call Rail) were done to capture all the lead data from multiple sources and tracked in Elixir.
  • Automated Referral & Alumni management process.


  • Elixir was successful in providing superior CRM experience because of out of the box Salesforce capabilities customized according to the need of the treatment center.

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